Through The Pines

On this episode of Through The Pines we'll over money mastery in a gig economy including core challenges of a non-W2 worker, budgeting & cash flow for irregular income, taxes, self funded benefits like insurance, and more!   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while editing his daily vlog (he never publishes), this is Through the Pines.   Our Advisor...

On this episode of Through The Pines we're covering what we've learned along with our favorite moments as we celebrate our 100th episodes of Through The Pines!!   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while enjoying his first latte of the day, this is Through the Pines.   Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith from...

On this episode of Through The Pines we'll cover the Most Important Concepts Investors Live By Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while performing his morning routine for optimized living, this is Through the Pines. Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith from planwithbaxter.com 2023, 2024, 2025 & 2026 Forbes Best...

On this episode of Through The Pines we'll cover why & how to have the talk, the money talk with your partner before marriage         Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while washing his air cooled Porsche 911, this is Through the Pines.   Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith from planwithbaxter.com   2023, 202...

On this episode of Through The Pines we'll cover 5 ways to Build Wealth and 5 ways to Destroy Wealth in 2026… Build: Live Below Your Means Build an Emergency Fund Eliminate High-Interest Debt Aggressively Invest Consistently   Increase Earning Power Destroy: Lifestyle Inflation High-Interest Consumer Debt Trying to Time the Market / Chasing "HOT" Investments High-Cost Borrowing Ignoring or Under-U...

On this episode of Through The Pines we'll cover the differences and the pros and cons between Fads, Bubbles, Speculation and The Stock Market   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while retiling his kitchen, this is Through the Pines.   Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith from planwithbaxter.com   2023, 2024 &...

Is hiring a financial planner worth it in 2026? 🤔 In this episode of Through the Pines, we break down 7 compelling reasons to work with a financial advisor in today's complex and evolving financial landscape. From navigating changing tax laws and RMD rules to behavioral coaching during volatile markets, we cover why professional guidance can help you maximize returns, reduce stress, and prepare f...

Pines Ep. 94 - Questions Financial Advisors Love vs. Hate   🎙️The Banyan Collective Podcast Family: http://www.thebanyancollective.com/   ➡️ Van Sessions: https://www.youtube.com/ ⁨@vansessionspod⁩   ➡️ Ascent Life: https://www.youtube.com/ ⁨@ascentlifenow⁩   ➡️ Through The Pines: https://www.youtube.com/ ⁨@throughthepines⁩   ➡️ Ogden Arts & Adventure: https://www.youtube.com/ ⁨@ogdenartsandadvent...

Through The Pines Ep. 93 - 2026 Financial Landscape & How to Navigate     On this episode of Through The Pines we'll cover the 2026 Financial Landscape when I comes to…   Investing AI Interest Rates & Monetary Policy Inflation & Tariff Impacts Geopolitical & Policy Shifts Global Diversification & Emerging Markets Cryptocurrency & Digital Assets Private Markets & Alternatives Labor Market & Consume...

Pines Ep. 92 - Saving For Your Kids' Future   On this episode of Through The Pines we'll cover Saving For Your Kids' Future, including   Trump Accounts - What are they, features & contributions 529 Plans Custodial Accounts Roth IRA's for Kids Investment Strategies   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while writing his New Year's Resolutions, this is...

On this episode of Through The Pines we'll cover transitioning into retirement.       Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while changing the oil in his vintage Land Rover Defender, this is Through the Pines.   Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith from planwithbaxter.com   2023, 2024 & 2025 Forbes Best in State W...

On this episode of Through The Pines we'll cover your year-end financial planning checklist!   Maxing out Retirement Contributions Harvest Investment Taking Required Minimum Distributions Charitable Gifts Deferring Income Roth Strategies Spending FSA Funds Portfolio Rebalancing Evaluating Business Retirement Plans Updating Estate Plans Reflecting on Financial Goals   Welcome to a Financial Plannin...

On this episode of Through The Pines we'll pit AI versus certified financial planners, and the biggest issues affecting both including…   Will AI Steal Financial Planners Jobs Fiduciary Duty Cost Emotional/Personal Touch Complex Tax & Estate planning Speed and Access Bias & Conflicts Behavioral Coaching Regulatory Issues   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch...

Creating Financial Independence (FIRE) for Any Age: What It Actually Takes The Financial Independence, Retire Early (FIRE) movement is a strategy for achieving financial freedom, allowing individuals of any age to retire early, work optionally, or pursue passions without financial stress. FIRE involves accumulating enough wealth to cover living expenses indefinitely, typically through a combinatio...

Congratulations, you've built up a good-sized nest egg of wealth! Now, what are the risks you need to watch out for.   Obviously, there are a variety of ways people lose money. Vices, scams, etc. However, today we will be discussing the major risks to a financial plan that we can plan for.   On this episode of Through The Pines we'll cover risks that threaten wealth building including…   Inflation...

9.30.25 Pines Ep. 85 - How Health & Longevity Matters for Wealth-Building   On this episode of Through The Pines we'll cover How Health & Longevity Matter for Wealth-Building   How Living Longer helps Health Compound Preventative Measures as a Financial Investment Health Savings Accounts Longevity Planning Mental Health & Productivity Long Term Care Workplace Wellness   let's dive in!   Welcome to...

On this episode of Through The Pines we'll cover your Ultimate Financial High Level Financial Checklist including…   Insurance Emergency Fund Debt Estate Planning Savings Strategies Retirement Financial Goals & Dreams   *This is not a comprehensive list, however, it is a really good list to make sure you have your financial bases covered. It's also in a good order of operations. So, grab a note ta...

On this episode of Through The Pines we'll learn how to build wealth in Retirement including…   Diversifying Investments Optimizing Withdrawals Generating Passive Income Minimizing Taxes Controlling Expenses Flexible Work Protecting Against Inflation Managing Healthcare Costs Seeking Professional Advice   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while pol...

On this episode of Through The Pines we'll dive into how to financially help our adult children How do you see people handle Education expenses for kids or grandkids? When do you see people stop helping their kids with basic monthly expenses? Wedding Expenses? How much do we help with living expenses as kids get married How do you handle emergency situations How do you handle disagreements with ho...

On this episode of Through The Pines, we'll provide a Millennial's Guide to Financial Freedom   Millennials and Gen Z are navigating a financial landscape marked by high living costs, stagnant wages relative to inflation, and evolving career dynamics (e.g., gig economy, remote work). Recent data highlights their challenges:   Student Debt : Over 45 million Americans owe $1.7 trillion in student lo...

On this episode of Through The Pines, we'll discuss 5 questions to ask your partner to ensure you're on the same page financially…   1. Hypothetical 2. How much $ do you need? 3. What happens if one of us were to die? 4. What happens if one of us is disabled? 5. How do you feel about our current financial strategy   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listen...

Saving money vs spending money - what are the benefits to both saving & spending?     On this episode of Through The Pines, we talk to two certified financial planning professionals to get their opinion on saving vs spending:       Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while knitting his new wighted blanket to help calm his creeping forest anxiety, thi...

What is a Roth IRA, and How can you use a Roth to build wealth?   On this episode of Through The Pines, we'll discuss all things Roth IRA's, including…   Roth vs. Traditional IRA's What is a Backdoor Roth Contribution? When can you do Roth Conversions? What is a MEGA-Backdoor Roth? Does your 401K Allow Roth's? 3 Money Types in a Roth IRA What is the 5 Year Rule?   Welcome to a Financial Planning P...

On today's episode of Through the Pines we'll explore the complexities of debt including:   What is debt & why it's not always evil Using debt as a tool for growth Defining the debt that drags you down Recognizing when debt becomes a crisis Understanding the psychology of debt Looking at debt in 2025 Escaping the debt trap Prevention Expert insights Debt Game Plan   Welcome to a Financial Planning...

What you need to know about Estate Settlement including…   What is an Estate Settlement What generally needs to happen What happens with your home How personal assets are handled Bank Account transfers IRA Beneficiaries Life Insurance implications Annuity challenges Why you need a Trust   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens making AI photos of himsel...